High Net Worth Advisory Group’s Sysco SYY Stock Holding History

High Net Worth Advisory Group’s Portfolio SYY Stock Details SYY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,564	Closed	-$120K	–	535
2022 Q4	$120K	Hold	1,564	–	–	0.05%	232
2022 Q3	$111K	Hold	1,564	–	–	0.05%	230
2022 Q2	$132K	Sell	1,564 -69	-4%	-$5.78K	0.05%	220
2022 Q1	$133K	Buy	1,633 +500	+44%	+$40.4K	0.05%	223
2021 Q4	$89K	Buy	+1,133	New	+$87.2K	0.03%	273

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

High Net Worth Advisory Group's SYY Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Sysco (SYY) in Q1 2023, closing a stake of 1,564 shares — an estimated $120K sold.

High Net Worth Advisory Group first reported a position in SYY in Q4 2021 and held it in 5 quarters. The position peaked at $133K in Q1 2022. 1,410 funds tracked by Wall St. Rank hold SYY as of Q1 2023.

High Net Worth Advisory Group reported no remaining Sysco position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 1,564 Sysco shares in Q1 2023, an estimated $120K.
High Net Worth Advisory Group first reported a position in Sysco in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's Sysco position peaked at $133K in Q1 2022.
1,410 funds tracked by Wall St. Rank held Sysco as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.